Asset allocation decision

The decision regarding how an institution's funds should be distributed among the major classes of assets in which it may invest.

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The spin-off will provide investors with the ability to control their asset allocation decision, including the opportunity to invest in a high quality, well-capitalised REIT focused on Houston that is positioned to take advantage of the expected recovery in the energy sector.

US REITs Cousins Closes USD 1.95bn Merger with Parkway Properties

The asset allocation decision process is similar to what occurs with "robo-advisors," where funds are managed and allocated by computer-based investment models.

A penny saved: help your children learn to be investors

Gannon oversees the examination of pension plans from an actuarial perspective, and helps advisory and investment outsourcing clients reach an effective asset allocation decision by bringing together actuarial liabilities and available asset classes in a risk-reward framework.

Managing a Frozen Pension Plan

We use ALM to address the asset allocation decision for a general long-term liability with an investment guarantee.

Optimal multiperiod asset allocation: matching assets to liabilities in a discrete model

(8) Some commentators advocate making the asset allocation decision on an aftertax basis.

Asset location: why attorneys should bridge the perceived investment gap

** LDI looks at the pension plan asset allocation decision through the wide lens of total plan risk and return.

Liability-driven investing: adding investment return, lowering risk; While still not wildly popular, so-called LDI strategies hold the promise of producing more optimal asset allocations for plan sponsors, resulting in lower plan cost, lower plan risk or a combination of the two

* Section 404(c) was added to ERISA in October 1992 with the intent of relieving the employer from responsibility for the employee's asset allocation decision, but employers found it difficult to comply with all of the requirements.

Time to rethink your 401(k) plan? Pension Protection Act allows employers to redesign retirement plans

While active portfolio management can certainly add value, several studies have shown that an initial asset allocation decision can account for up to 90 percent of a portfolio's performance.

Winning investment strategies for Native corporations: experts outline keys for making the most profit

Once the asset allocation decision has been made, the next step is to select individual securities (stocks, bonds, etc.) or mutual funds within each asset class.

Chapter 38 Asset allocation and portfolio construction

Research shows that it's the asset allocation decision that accounts for more than 90% of the variation between returns on different investment portfolios.

Financial health

Despite the complexities, the ultimate success or failure rests to a surprising degree on just one decision: the asset allocation decision. This article examines the importance of the asset allocation decision, determinants of asset allocation choices, and the historical shift toward equities.

Asset Allocation Practices in the Public Sector: A Primer for Finance Officers

If it's appropriate for the portfolio to contain cash, we'll assist the client in making that asset allocation decision. Cash can be maintained within a portfolio more cost-effectively by the equity manager."

Capital trusts its investors

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